Diagnostic: Who's Actually Thinking About This Deal?

How to use this: Duplicate this template (see top right) to your own free Notion workspace and fill it out before your next conversation with this prospect. Takes about 10 minutes.

You've heard "let me think about it" multiple times. You've rescheduled the close date. Your boss stopped asking because you both know the answer keeps changing.

The question: Is this deal stuck, or is it dead?

Because there's a difference. A stuck deal can be unstuck. A dead deal just needs closure.

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If you've already tried the questions from the newsletter and the deal is still stuck, here's the diagnostic tool to get real about what's actually happening.

Quick Diagnosis

Answer these three honestly:

[ ] Close date rescheduled: Once or twice / Three to four times / Five or more
[ ] Last update: Genuinely new info / Same reasons repeated / Can't remember
[ ] If they said no: Very surprised / Not surprised / Honestly relieved

The Map (Keep It Simple)

Your Key Contact

Field	Answer
Name
Title
Decision maker or messenger?
Last thing they said

Who Else Is In This?

Known players (people you've actually spoken to):

Name	Role	What They Care About	Their Position
			Champion / Silent / Blocker
			Champion / Silent / Blocker

People you suspect matter (but haven't heard from):

Role	Why It Matters	Their Likely Concern	Red Flag?
(e.g., CFO)			Yes / No
(e.g., IT)			Yes / No

The silent ones (who went quiet after the first conversation?):